Ideas for growth in the era of AI.
October 21, 2026
583 Park Avenue
New York City
Diamond Sponsor
QUICK LINKS
AI is changing our business.
AI is giving advisors new ways to grow and better serve clients. From finding opportunities and improving prospecting to personalizing the client experience, AI can mean less time on routine work and more time building relationships.
This event brings together advisors and industry leaders to share practical ways to put AI to work. I look forward to hearing how firms are using these tools—and how advisors can turn AI into a real advantage.
Tony Sirianni
CEO + Publisher, AdvisorHub
Growth in a new era.
Join some of the best minds in wealth management for a full day of great ideas on improving your practice –including sessions on technology and platforms, M+A, organic growth, team building, AI, valuations, and investment strategies.
SPECIAL SESSION
The New Role of AI in Wealth Management
Stanford’s Jeffrey T. Hancock, founding director of the Stanford Social Media Lab, discusses the role of AI in society and the transformative revolution it presents. He and Invesco’s Paul Brunswick will also present key findings from a multiyear research project using data from Invesco’s proprietary Practice Innovation Index. How are advisors best implementing AI, and how does that measure against their clients’ needs and expectations?
KEYNOTE SPEAKER
Boomer Esiason has spent more than four decades in professional sports. In this session, the former NFL MVP and broadcaster will share leadership lessons from his years as a quarterback, teammate and analyst, including building trust, handling pressure, responding to setbacks and adapting to change. Esiason played 14 NFL seasons, earned four Pro Bowl selections and the 1988 MVP award, and led Cincinnati to Super Bowl XXIII. Since retiring, he has built a successful broadcasting career with CBS Sports and Boomer and Gio.
Tough Lessons in Leadership
Why Attend?
The Advisors to Watch Summit is a different type of event. Our agenda features valuable insights from fellow advisors on practice management and insights on innovations in wealth management from industry leaders. We’ve created time and space for conversations with your peers, all in a fun atmosphere. This is a chance to take a step back from your hectic schedule to think strategically about your business and plan for growth.
Autumn in New York.
October is the perfect time to visit New York—not only to grow your business, connect with other advisors, and catch up on the latest trends in wealth management, but also to take an extra day to recharge and reset as you begin planning for 2027.
Who is Attending?
$852m
AVERAGE AUM
80%
INDEPENDENT/RIA
251
TEAMS WITH $1B+ AUM
21
AVG YEARS EXPERIENCE
Agenda
583 Park Avenue
New York City
| 7:30 AM | Registration Opens |
| 7:50 |
Women Advisors Discussion & Networking Breakfast Bashar (Bob) Hakim, Financial Planner, Prudential Advisors Nour Shurbaji, Financial Planner, Prudential Advisors |
| 8:30 |
The Power of Choice Tony Sirianni, Publisher & CEO, AdvisorHub |
| 8:35 |
The New Role of AI in Wealth Management Jeffrey T. Hancock, Stanford University Paul Brunswick, Head of Global Consulting, Invesco |
| 9:25 |
Investor's Guide to Precious Metals and Critical Materials Ed Coyne, Senior Managing Partner, Global Sales, Sprott Inc. |
| 9:40 |
Beyond the Portfolio: How Serving More of Your Client’s Balance Sheet Drives Organic Growth Matthew Franks, Head of RBC Wealth Management Lending, RBC Wealth Management |
| 9:55 |
The Growth Ceiling — Why Solo Practices Stall David Karr, Chairman, Equitable Advisors |
| 10:10 | Networking Break |
| 10:35 |
Turning AI Efficiency into Deeper Human Advice Patrick O’Connor, Chief Operating Officer, Raymond James Private Client Group |
| 10:50 |
The Growth Engine: Scaling Independence and Activating Next-Gen Talent Bill Dalton, Head of RIA Custody Sales, Goldman Sachs Nate Lenz, CEO, Concurrent |
| 11:10 |
Is AI Coming for Your Multiple? Allen Darby, CEO, Alaris Acquisitions |
| 11:25 |
Growing Without Breaking: A Framework for Scaling an Advisory Practice Geoff Degener, Founder and Managing Partner, Ausperity Private Wealth |
| 11:40 |
Succession Planning: Wealth Management’s Definition of a Talent Crisis Jeff Gonyo, Head of Wealth Management, Founding Partner, Steward Partners |
| 11:55 | Lunch |
| 1:00 |
Panel: The State of the Acquisition Marketplace Kim Kovalski, Managing Director, MarshBerry Harris Baltch, Managing Director, Co-Head of Investment Banking, Dynasty Financial Partners Joe Mooney, Managing Director and Head of Business Development, Concurrent Paul O'Toole, Senior Vice President | Head of Business Development, Hilltop Securities Inc. Moderator: Greg Banasz, CMO, Steward Partners |
| 1:40 |
Rethinking Life Insurance: Why Life Settlements Matter Rob Haynie, Managing Director, Life Insurance Settlements, Inc. |
| 1:55 |
Scale with AI: Practical Ways to Superpower Your Business Today Shauna Mace, Head of Practice Management, SEI |
| 2:10 |
How M&A Can Unlock Your Firm's Potential David Mrazik, Co-Founder + Managing Partner, Merchant Investment Management |
| 2:25 | Networking Break |
| 2:45 |
The Tax Deferral Dilemma: Strategy for NQ Annuities Mike Reidy, SVP & National Sales Manager, RIA Channel, Security Benefit |
| 3:05 |
PhilTech: The Next Frontier in Wealth Management Joseph Mrak III, CEO, Foundation Source |
| 3:20 |
The Path to a Billion-Dollar Firm: Organic Growth, Inorganic Growth, and What It Actually Takes Stan Gregor, CEO, Summit Financial Monish Verma, Founding Partner, Vardhan Wealth Management |
| 3:35 |
Bridging the Gap: Succession, Growth, and the Next Generation of Leadership James Angiuli, Managing Partner, Wealth Advisor, LPL Financial Elizabeth Sieghardt, SVP, National Field Director, Linsco and Liquidity and Succession, LPL Financial |
| 3:50 |
Tough Lessons in Leadership Boomer Esiason, Former NFL All-Star |
| 4:15 | Networking Cocktail Reception |
The Venue
583 Park Ave was built in 1923 and designed by the renowned architectural firm of Delano & Aldrich, cementing itself as a cultural landmark reminiscent of a bygone era. The recently restored building features a grand pre-function space, ballroom, and balconies, making it the most talked about event space in New York City.
Accommodations
AdvisorHub has a room block at the nearby Loews Regency at a preferred rate for attendees. This luxury hotel seamlessly blends its iconic Art Deco design with modern sensibilities, craftily merging form and function to complement over 60 years of service expertise. Supply is limited and offered on a first-come basis.
“Hearing from other successful advisors is invaluable.”
TODD HOFFMAN | Steward Partners
“I took several pages of notes… more than at other events.”
KYLE QUINN | Mariner
“It’s great to hear how others hit the billion dollar mark.”
LISA MARCELLI | B. Riley
2026 Speakers
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James Angiuli
MANAGING PARTNER +
WEALTH ADVISOR
LPL Financial -
Harris Baltch
MANAGING DIRECTOR +
CO-HEAD OF INVESTMENT BANKING
Dynasty Financial Partners -
Greg Banasz
CMO
Steward Partners -
Paul Brunswick
HEAD OF GLOBAL CONSULTING
Invesco -
Ed Coyne
SENIOR MANAGING PARTNER
Sprott -
Bill Dalton
HEAD OF RIA CUSTODY SALES
Goldman Sachs -
Allen Darby
CEO
Alaris Acquisitions -
Geoff Degener
FOUNDER + MANAGING PARTNER
Ausperity Private Wealth -
Boomer Esiason
NFL MVP
Cincinnati Bengals -
Matthew Franks
HEAD OF LENDING
RBC Wealth Management -
Jeff Gonyo
FOUNDING PARTNER + HEAD OF WEALTH MANAGEMENT
Steward Partners -
Stan Gregor
CEO
Summit Financial -
Bashar (Bob) Hakim
FINANCIAL PLANNER
Prudential Advisors -
Jeffrey T. Hancock
HARRY & NORMAN CHANDLER
PROFESSOR OF COMMUNICATION
Stanford University -
Rob Haynie
MANAGING DIRECTOR
Life Insurance Settlements, Inc. -
David Karr
CHAIRMAN
Equitable Advisors -
Kim Kovalski
MANAGING DIRECTOR
Marshberry -
Nate Lenz
CEO
Concurrent -
Shauna Mace
HEAD OF PRACTICE MANAGEMENT
SEI -
Joe Mooney
MANAGING DIRECTOR +
HEAD OF BUSINESS DEVELOPMENT,
Concurrent -
Joseph Mrak III
CEO
Foundation Source -
David Mrazik
CO-FOUNDER +
MANAGING PARTNER
Merchant -
Patrick O'Connor
COO
Raymond James Private Client Group -
Peter O'Toole
SVP, HEAD OF BUSINESS DEVELOPMENT
Hilltop Securities Inc. -
Mike Reidy
SVP + NATIONAL SALES MANAGER, RIA CHANNEL
Security Benefit -
Nour Shurbaji
FINANCIAL PLANNER
Prudential Advisors -
Elizabeth Sieghardt
NATIONAL FIELD DIRECTOR
LPL Financial -
Tony Sirianni
CEO + PUBLISHER
AdvisorHub -
Monish Verma
FOUNDING PARTNER
Vardhan Wealth Management
DIAMOND SPONSOR
PLATINUM SPONSOR
GOLD SPONSORS
SILVER SPONSORS
BREAKFAST SPONSOR
BREAK SPONSOR
LUNCH SPONSOR
RECEPTION SPONSOR
FAQs
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No, all advisors are invited to attend, although due to extremely limited space, ranked advisors and advisors from sponsoring firms will have preference.
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Due to extremely limited space, only principal advisors will be allowed to attend.
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The fee to attend to the public is $299. Sponsoring firms will receive a discount.
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Our annual ranking is open to all advisors (contingent on approval of their compliance teams). The nomination window will be open from Jan-Mar. Please contact us to receive notifications and updates.
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Cancellations before Sept 23 will incur a 25% cancellation fee. No refunds will be offered after October 1.